Stuart Honenberger
Stuart Honenberger is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Williamsburg, VA, with 19 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
5400 Discovery Park Boulevard, Suite 101, Williamsburg, VA, 23188
Get directionsHistory
Regulatory History (1)
Criminal
August 2002Other Business ActivitiesSells Insurance
Stuart sells fixed insurance, dedicating minimal time to this activity. He also owns Cornerstone Wealth, LLC, which operates securities, advisory, and insurance businesses, taking up all of his time, and Redland Real Estate, LLC, which manages commercial real estate.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.